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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,605 | $178,174+3.0% | $156,181+17.6% | $137,256+33.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.87% | 84.19%-73.3pp | 64.87%-54.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $9,368 | $4,972+88.4% | $4,294+118.2% | $4,156+125.4% |
| Participant deferral / active EE | $32,355 | $6,888+369.7% | $6,132+427.6% | $6,407+405.0% |
| Admin fee / account holder | $837 | $17,404-95.2% | $14,586-94.3% | $12,270-93.2% |